See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,375 | $209,336-4.3% | $197,124+1.6% | $137,256+46.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 18.14% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,500 | $6,591-46.9% | $6,227-43.8% | $4,156-15.8% |
| Participant deferral / active EE | $6,913 | $9,614-28.1% | $9,135-24.3% | $6,407+7.9% |
| Admin fee / account holder | $2,055 | $17,308-88.1% | $16,298-87.4% | $12,270-83.3% |